| Avion Wealth | 10 | $0 | 0.00% | +3+42.9% | Added |
| Truvestments Capital LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Sound Income Strategies, LLC | 1 | $86 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $87 | 0.00% | −2−66.7% | Reduced |
| Valued Wealth Advisors LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $88 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $88 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $176 | 0.00% | +1+100.0% | Added |
| Operose Advisors LLC | 2 | $176 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $176 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $263 | 0.00% | +2+200.0% | Added |
| First Horizon Corp | 4 | $351 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $352 | 0.00% | −13−76.5% | Reduced |
| South State Corp. | 5 | $440 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $440 | 0.00% | +5 | New |
| International Assets Investment Management, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 6 | $527 | 0.00% | −3−33.3% | Reduced |
| Cornerstone Financial Management LLC | 6 | $527 | 0.00% | +2+50.0% | Added |
| Cornerstone Planning Group LLC | 7 | $645 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $791 | 0.00% | +2+28.6% | Added |
| Clearstead Advisors, LLC | 10 | $879 | 0.00% | −102−91.1% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $879 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 11 | $966 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 11 | $967 | 0.00% | +4+57.1% | Added |
| Rossby Financial, LCC | 12 | $1.03K | 0.00% | −1−7.7% | Reduced |
| Marquette Asset Management, LLC | 12 | $1.05K | 0.00% | −19−61.3% | Reduced |
| Bell Investment Advisors, Inc | 14 | $1.23K | 0.00% | +1+7.7% | Added |
| Park Square Financial Group, LLC | 16 | $1.41K | 0.01% | +16 | New |
| Sunbelt Securities, Inc. | 17 | $1.49K | 0.00% | +16+1,600.0% | Added |
| Walleye Capital LLC | 18 | $1.58K | 0.00% | +18 | New |
| RWM Asset Management, LLC | 18 | $1.58K | 0.00% | +18 | New |
| Retirement Wealth Solutions LLC | 18 | $1.58K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 19 | $1.67K | 0.00% | +19 | New |
| Quarry LP | 20 | $1.76K | 0.00% | −71−78.0% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $2.99K | 0.00% | +31+1,033.3% | Added |
| UMA Financial Services, Inc. | 35 | $3.08K | 0.00% | +18+105.9% | Added |
| True Wealth Design, LLC | 38 | $3.34K | 0.00% | −5−11.6% | Reduced |
| McIlrath & Eck, LLC | 40 | $3.51K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 40 | $3.51K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 47 | $4.13K | 0.00% | −516−91.7% | Reduced |
| Pacific Center for Financial Services | 52 | $4.57K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 53 | $4.66K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $5.01K | 0.00% | +40+235.3% | Added |
| Bogart Wealth, LLC | 57 | $5.01K | 0.00% | +57 | New |
| Golden State Wealth Management, LLC | 58 | $5.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $5.54K | 0.00% | +36+133.3% | Added |
| Northwestern Mutual Wealth Management Co | 68 | $5.97K | 0.00% | −145−68.1% | Reduced |
| Quadrant Capital Group LLC | 68 | $5.97K | 0.00% | −4,981−98.7% | Reduced |
| Smartleaf Asset Management LLC | 69 | $6.07K | 0.00% | −135−66.2% | Reduced |
| Keystone Financial Group, Inc. | 79 | $6.94K | 0.00% | +79 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $7.20K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 82 | $7.20K | 0.00% | +61+290.5% | Added |
| Simplex Trading, LLC | 96 | $8.43K | 0.00% | −393−80.4% | Reduced |
| Rexford Capital Inc | 100 | $8.79K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $8.79K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 106 | $9.31K | 0.00% | +1+1.0% | Added |
| TD Private Client Wealth LLC | 115 | $10.1K | 0.00% | −7−5.7% | Reduced |
| Assetmark, Inc | 115 | $10.1K | 0.00% | +57+98.3% | Added |
| Basecamp Wealth Advisors LLC | 134 | $11.8K | 0.00% | +75+127.1% | Added |
| Harbor Capital Advisors, Inc. | 142 | $12.0K | 0.00% | +87+158.2% | Added |
| Signature Equity Partners, LLC | 141 | $12.4K | 0.01% | +6+4.4% | Added |
| Cullen/Frost Bankers, Inc. | 149 | $13.1K | 0.00% | +11+8.0% | Added |
| Brown, Lisle/Cummings, Inc. | 149 | $13.1K | 0.00% | +39+35.5% | Added |
| Essential Partners LLC | 166 | $14.6K | 0.00% | −36−17.8% | Reduced |
| Rothschild Investment LLC | 171 | $15.0K | 0.00% | +92+116.5% | Added |
| Steward Partners Investment Advisory, LLC | 178 | $15.6K | 0.00% | −615−77.6% | Reduced |
| Private Trust Co NA | 189 | $16.6K | 0.00% | +81+75.0% | Added |
| DecisionPoint Financial, LLC | 200 | $17.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 202 | $17.7K | 0.00% | −41−16.9% | Reduced |
| Strive Financial Group ,LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 208 | $18.3K | 0.00% | −146−41.2% | Reduced |
| Sterling Capital Management LLC | 234 | $20.6K | 0.00% | −3−1.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 246 | $21.7K | 0.00% | +113+85.0% | Added |
| Bessemer Group Inc | 254 | $22.0K | 0.00% | +133+109.9% | Added |
| Versant Capital Management, Inc | 275 | $24.2K | 0.00% | +41+17.5% | Added |
| Catalyst Capital Advisors LLC | 280 | $24.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 297 | $26.1K | 0.00% | +200+206.2% | Added |
| Hoey Investments, Inc | 300 | $26.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 316 | $27.8K | 0.02% | −29−8.4% | Reduced |
| Employees Retirement System of Texas | 326 | $29.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 336 | $29.5K | 0.00% | +218+184.7% | Added |
| Kemnay Advisory Services Inc. | 340 | $29.9K | 0.00% | +240+240.0% | Added |
| Umb Bank N A | 356 | $31.3K | 0.00% | −222−38.4% | Reduced |
| Parallel Advisors, LLC | 356 | $31.3K | 0.00% | −172−32.6% | Reduced |
| Natixis | 367 | $32.2K | 0.00% | −2−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 389 | $34.2K | 0.00% | −139−26.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 298 | $37.5K | 0.01% | +296+14,800.0% | Added |
| MAI Capital Management | 441 | $38.7K | 0.00% | +440+44,000.0% | Added |
| Reyes Financial Architecture, Inc. | 448 | $39.4K | 0.03% | −18−3.9% | Reduced |
| IFP Advisors, Inc | 464 | $40.8K | 0.00% | +195+72.5% | Added |
| Ronald Blue Trust, Inc. | 481 | $42.3K | 0.00% | −133−21.7% | Reduced |
| Advisory Services Network, LLC | 512 | $45.0K | 0.00% | +512 | New |
| Newbridge Financial Services Group, Inc. | 525 | $46.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 539 | $47.4K | 0.00% | +158+41.5% | Added |
| Huntington National Bank | 572 | $50.2K | 0.00% | −67−10.5% | Reduced |
| Covestor Ltd | 615 | $55.0K | 0.04% | −563−47.8% | Reduced |
| Farther Finance Advisors, LLC | 640 | $55.2K | 0.00% | −318−33.2% | Reduced |
| CVA Family Office, LLC | 710 | $62.4K | 0.01% | −5−0.7% | Reduced |
| Allworth Financial LP | 751 | $66.0K | 0.00% | +149+24.8% | Added |
